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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
CCM
2951
Cohen Capital Management
Corte Madera,
California
| $599M | -$17.1M | -3% | 0.07% | 91.5% | 158 | 8.23% | 6.3 |
|
| 2952 |
2952
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $599M | +$21.4M | +4% | 0.27% | 68.7% | 132 | 15.91% | 0.8 |
|
| 2953 |
2953
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $599M | +$118M | +25% | 0.91% | 61.6% | 188 | 17.02% | 1.4 |
|
| 2954 |
2954
Pacific Capital Wealth Advisors
Corona,
California
| $599M | +$3.85M | +0.6% | 0.09% | 54.1% | 498 | 20.48% | 1.2 |
|
| 2955 |
2955
Foundation Resource Management
Little Rock,
Arkansas
| $599M | -$48.2M | -7% | 6.85% | 84.5% | 53 | 3.77% | 7.8 |
|
| 2956 |
2956
Deer Park Road Corp
Steamboat Springs,
Colorado
| $598M | -$3.19B | -84% | 13.3% | 55.9% | 5 | 40% | 4.9 |
|
| 2957 |
2957
Radnor Capital Management
Wayne,
Pennsylvania
| $598M | -$74.9M | -11% | 0.63% | 96.9% | 340 | 10.88% | 1.7 |
|
| 2958 |
2958
Evolution Wealth Advisors
Aventura,
Florida
| $598M | +$41.3M | +7% | 4.01% | 84.5% | 157 | 22.93% | 2.4 |
|
| 2959 |
2959
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $597M | -$6.76M | -1% | 0.03% | 65.7% | 169 | 15.98% | 2.1 |
|
| 2960 |
NG
2960
Northstar Group
New York
| $597M | +$23M | +4% | 1.71% | 63.9% | 162 | 8.64% | 5.9 |
|
| 2961 |
2961
Endurance Services Ltd
Purchase,
New York
| $597M | -$102K | -0% | 0.08% | – | 17 | 0% | 0.7 |
|
| 2962 |
2962
Praesidium Investment Management Company
New York
| $596M | +$56.2K | +0% | 14.7% | 79% | 14 | 21.43% | 3.3 |
|
| 2963 |
2963
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $596M | -$12.5M | -2% | 1.79% | 44% | 98 | 5.1% | 3.1 |
|
| 2964 |
2964
Mudrick Capital Management
New York
| $596M | +$435M | +270% | 81.5% | 212% | 3 | 100% | 0 |
|
| 2965 |
KFS
2965
Kurt F. Somerville
| $596M | -$25.7M | -4% | 0.65% | 92.9% | 99 | 8.08% | 7.5 |
|
| 2966 |
2966
Biltmore Family Office
Charlotte,
North Carolina
| $595M | +$10.8M | +2% | 4.9% | 78.1% | 284 | 11.97% | 3.8 |
|
| 2967 |
2967
Live Oak Private Wealth
Wilmington,
North Carolina
| $595M | -$21.3M | -3% | 0.38% | 74.6% | 189 | 7.41% | 3.4 |
|
| 2968 |
2968
Hoey Investments
Coatesville,
Pennsylvania
| $595M | +$60.5M | +11% | 12.1% | 247% | 462 | 33.33% | 2.2 |
|
| 2969 |
2969
Glassman Wealth Services
Vienna,
Virginia
| $594M | +$7.67M | +1% | 0.17% | 62.6% | 202 | 23.76% | 4.3 |
|
| 2970 |
2970
Nalanda India Equity Fund
Mauritius
| $594M | -$10.8M | -2% | 6.36% | 13.6% | 2 | 0% | 5.4 |
|
| 2971 |
BDWCC
2971
B&D White Capital Company
Lakeway,
Texas
| $594M | +$13.4M | +2% | 3.33% | 44.2% | 92 | 50% | 1 |
|
| 2972 |
2972
Disciplina Capital Management
Nashville,
Tennessee
| $593M | -$31M | -5% | 3.06% | 30% | 73 | 1.37% | 2.9 |
|
| 2973 |
2973
Crews Bank & Trust
Wauchula,
Florida
| $593M | – | – | 0.07% | – | 609 | – | 0 |
|
| 2974 |
2974
CFM Wealth Partners
Austin,
Texas
| $593M | +$20.3M | +4% | 5.44% | 152% | 147 | 8.16% | 3.7 |
|
| 2975 |
2975
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $593M | +$5.38M | +0.9% | 1.12% | 78.9% | 158 | 7.59% | 2.3 |
|